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1 WWW.HSFPP.ORG NEFE High School Financial Planning Program® ©2013 Presenter: Kimberly Roy, Program Manager.

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Presentation on theme: "1 WWW.HSFPP.ORG NEFE High School Financial Planning Program® ©2013 Presenter: Kimberly Roy, Program Manager."— Presentation transcript:

1 1 WWW.HSFPP.ORG NEFE High School Financial Planning Program® ©2013 Presenter: Kimberly Roy, Program Manager

2 The National Endowment for Financial Education is... A nonprofit, noncommercial, independent, 501(c)(3), self- funded, private foundation based in Denver, Colorado. 2 NEFE inspires empowered financial decision-making for individuals and families through every stage of life. NEFE High School Financial Planning Program® ©2013

3 Introduction to the HSFPP Agenda 4 Steps to Get Started Additional Suggestions to Prepare User Permissions NEFE High School Financial Planning Program® ©2013 3 WWW.HSFPP.ORG

4 What Every Teen Should Know NEFE’s High School Financial Planning Program equips students in Grades 8-12 with fundamental personal finance skills to prepare them for financial independence and mindful money management decisions and behaviors 4 NEFE High School Financial Planning Program® ©2013

5 Program Goals Equip students with skills for financial independence: Build confidence Apply sound financial principles Exhibit mindful money management behaviors: – Spend less than you earn – Grow your money – Protect what you have 5 NEFE High School Financial Planning Program® ©2013

6 How HSFPP Fits PF Programs 45-minute lessons to fit class/workshop timeframe Pick and choose lessons based on audience and purpose – SMART Goals + Spending Plan + Investing (3-hour workshop) Plug and play to supplement existing programs – Investing module: integrate with stock study or stock simulation – Earnings module: integrate with IRS.gov tax unit 6 NEFE High School Financial Planning Program® ©2013

7 Aligned to National Standards Jump$tart Coalition for Personal Financial Literacy National Standards in K-12 Personal Finance Education Financial Literacy and Education Commission Core Competencies National Standards for Business Education-Personal Finance Council for Economic Education Voluntary National Content Standards in Economics National Standards for Family and Consumer Sciences Education Partnership for 21st Century Skills 7

8 6 Program Modules Module TopicsLearning Outcomes 1. Money ManagementManage your spending. 2. BorrowingControl your credit and debt. 3. Earning PotentialBoost your earning capacity. 4. InvestingMake the most of your financial resources. 5. Financial ServicesChoose financial services that are right for you. 6. InsuranceProtect your financial resources. 8 NEFE High School Financial Planning Program® ©2013

9 5 Transferable Skills Integrated Throughout the HSFPP Act upon goals. Be informed when making decisions. Analyze how personal values impact behaviors. Gather information from trustworthy resources. Organize personal records for easy access. 9 NEFE High School Financial Planning Program® ©2013

10 Step 1: Register Go to www.hsfpp.org Set up user name and password NEFE High School Financial Planning Program® ©2013 10

11 Step 2: Select Lessons Determine the time you have to teach Select specific target outcomes/topics Outline time for each topic/lesson NEFE High School Financial Planning Program® ©2013 11

12 Module Competencies Module 1 Lessons Lesson 1-1: Explore how spending, saving, and values impact finances. Lesson 1-2: Set financial goals that are specific and measurable. Lesson 1-3: Apply strategies to be mindful about spending decisions. Lesson 1-4: Create a spending plan to reach your goals. Lesson 1-5: Figure out ways to maintain a positive cash flow. NEFE High School Financial Planning Program® ©2013 12

13 Module Assessment Module 1 Challenges (aka “Tests”) Set measurable financial goals. Use a criterion-based decision-making strategy for a major decision. Create a spending plan. Outline an action plan to manage spending. NEFE High School Financial Planning Program® ©2013 13

14 Step 3: Prepare to Teach Get the Materials Order student guides Get lessons Download student activities Preview and Plan Preview the lessons Share Student Learning Plans Plan for student tasks/activities/assessments NEFE High School Financial Planning Program® ©2013 14

15 Student Guide Series One booklet per module (6 total) Use one, some, or all Content is relevant to teen lives, Grades 8-12 Activities are mixed with basic personal finance theory 15 NEFE High School Financial Planning Program® ©2013

16 Student Guide Style 16NEFE High School Financial Planning Program® ©2013

17 Instructor Materials Online resources, www.hsfpp.org ―Continually growing collection of lessons and resources ―Teacher Forum and Facebook to share ideas Instructor Packet, option to order ―Sampling of lesson plans ―Complete set of six Student Guides ―Color-coded 3-ring binder dividers for each module ―Teachers add what they want to manu al 17 NEFE High School Financial Planning Program® ©2013

18 Download Teacher Packs NEFE High School Financial Planning Program® ©2013 18 Lesson Plans Handouts PowerPoint presentations Performance assessments

19 Teacher Pack – Lesson Plan NEFE High School Financial Planning Program® ©2013 19

20 Teacher Pack - PowerPoint NEFE High School Financial Planning Program® ©2013 20 Print out notes pages to view presenter notes (same as in Teacher Lesson Plan)

21 Teacher Pack - Student Learning Plan NEFE High School Financial Planning Program® ©2013 21

22 Teacher Pack – Activity Handouts NEFE High School Financial Planning Program® ©2013 22

23 Download Student Materials Students and teachers must register for authorized access Select desired lessons, activities, assessments 23NEFE High School Financial Planning Program® ©2013

24 Performance Assessments aka “Challenges” NEFE High School Financial Planning Program® ©2013 24 Designed for students to show what they know and can do One performance assessment included in each lesson pack Examples: - Set financial goals - Create a spending plan - Outline a career plan - Use a checking account

25 Step 4: Teach Refer to Student Guide Facilitate tasks and activities Assess learning NEFE High School Financial Planning Program® ©2013 25

26 Recommendations Have an emergency lesson plan on hand Share lesson packet with guest speakers Enlist assistance from SME NEFE High School Financial Planning Program® ©2013 26

27 User Permissions Use by nonprofit for no profit Link to HSFPP website/info NEFE High School Financial Planning Program® ©2013 27

28 Ready … Set … Get Started Now Register and Get Instructor Materials www.hsfpp.org www.facebook.com/hsfpp hsfpp@nefe.org 28 NEFE High School Financial Planning Program® ©2013


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